Portfolio Intelligence
AI channel recommendations · Mon, May 25 2026 · Last refreshed 12:57 PM
7 Active Compliance Flags Require Immediate Review
3 TCPA opt-outs, 2 state-level contact hour restrictions, 1 attorney representation, 1 CCPA opt-out window. These accounts are blocked from AI-initiated contact until flags are cleared.
+$3.2M vs last week
247 delinquent accounts · Avg $1.03M / account
+12 new this week
38 high-risk · 91 moderate · 118 early
+2.1pp vs yesterday
SMS 74% · Email 52% · Call 68% · Push 49%
3 new since 9:00 AM
Blocking contact on 7 accounts immediately
4 accounts pending model
Avg confidence 79.2% · 14 low-confidence flags
+1.4 days vs last week
Roll rate 8.3% · 19 accounts near stage boundary
-1.8pp vs last week
71 PTPs recorded this week · $4.1M committed
Activity Feed
TodayAI updated channel recommendation for ACC-39104 (Priya Nair)
Call → Email · Confidence dropped to 78% due to new CCPA flag
12:41 PM
Compliance flag raised on ACC-52819 (Tomás Herrera)
Attorney representation noted — all contact channels blocked
11:58 AM
Promise-to-pay recorded for ACC-30298 (Jerome Baptiste)
$7,100 · SMS channel · Payment due May 30
11:22 AM
Analyst overrode AI recommendation for ACC-10582 (Devon Okafor)
Email → Call · Analyst note: prior email bounced
10:47 AM
Contact attempt connected for ACC-44682 (Simone Beaumont)
SMS channel · 18 DPD · Repayment plan discussed
10:15 AM
ACC-71293 (Rajan Mehta) rolled to Severe stage
61 → 84 DPD · Balance $33,400 · Immediate action required
09:30 AM
Top At-Risk Accounts
View all 247 →| Account | DPD Stage | Balance | AI Channel | Compliance |
|---|---|---|---|---|
Tomás Herrera ACC-52819 | 91 DPD | $67,300 | Call55% | 3 Flags |
Devon Okafor ACC-10582 | 73 DPD | $41,801 | Email64% | 1 Flag |
Rajan Mehta ACC-71293 | 84 DPD | $33,400 | Call68% | 1 Flag |
Fatima Al-Rashid ACC-85531 | 62 DPD | $28,750 | Email59% | 2 Flags |
Priya Nair ACC-39104 | 47 DPD | $22,150 | Call78% | 2 Flags |
Brendan Osei ACC-93015 | 58 DPD | $18,600 | Email71% | Clear |
Chandra Williams ACC-16047 | 35 DPD | $14,200 | Push82% | Clear |
Keiko Yamamoto ACC-28473 | 29 DPD | $11,900 | SMS93% | Clear |